H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 544 家機構在 13F 申報持有，市值合計 $48.7 億；沒有大師持有。
2021 年第 2 季 13F 持有人
H&R Block Inc 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 393
- 較 2021 年第 1 季 +18 家
- 持有股數
- 1.53 億
- 較 2021 年第 1 季 −155.2 萬 (−1.0%)
- 總市值
- $35.9 億
- 較 2021 年第 1 季 +$2.26 億 (+6.7%)
- 新進機構
- 67
- 另有 99 家加碼
- 清倉機構
- 49
- 另有 150 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HRB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 544 | $48.7 億 |
| 2026 年第 1 季 | 490 | $38.6 億 |
| 2025 年第 4 季 | 508 | $51.2 億 |
| 2025 年第 3 季 | 544 | $59.3 億 |
| 2025 年第 2 季 | 563 | $67.9 億 |
| 2025 年第 1 季 | 564 | $70.0 億 |
| 2024 年第 4 季 | 552 | $66.8 億 |
| 2024 年第 3 季 | 544 | $79.2 億 |
| 2024 年第 2 季 | 498 | $68.5 億 |
| 2024 年第 1 季 | 480 | $62.9 億 |
| 2023 年第 4 季 | 469 | $61.1 億 |
| 2023 年第 3 季 | 413 | $57.2 億 |
| 2023 年第 2 季 | 399 | $43.2 億 |
| 2023 年第 1 季 | 425 | $50.7 億 |
| 2022 年第 4 季 | 455 | $52.4 億 |
| 2022 年第 3 季 | 461 | $58.7 億 |
| 2022 年第 2 季 | 437 | $49.3 億 |
| 2022 年第 1 季 | 388 | $36.3 億 |
| 2021 年第 4 季 | 391 | $33.9 億 |
| 2021 年第 3 季 | 398 | $37.4 億 |
| 2021 年第 2 季 | 393 | $35.9 億 |
| 2021 年第 1 季 | 377 | $33.7 億 |
2021 年第 2 季持有機構
每家機構持有 H&R Block Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,105,148 | $6.13 億 | 0.02% | +149,257+0.6% | 加碼 |
| BlackRock Inc. | 20,143,665 | $4.73 億 | 0.01% | −1,433,798−6.6% | 減碼 |
| Jupiter Asset Management Ltd | 12,461,368 | $2.92 億 | 3.01% | −102,329−0.8% | 減碼 |
| State Street Corp | 6,939,594 | $1.65 億 | 0.01% | +62,125+0.9% | 加碼 |
| Lazard Asset Management LLC | 5,644,126 | $1.33 億 | 0.15% | −826,446−12.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,677,244 | $8,634 萬 | 0.56% | −117,836−3.1% | 減碼 |
| Bank of New York Mellon Corp | 3,561,101 | $8,361 萬 | 0.02% | −606,676−14.6% | 減碼 |
| Artisan Partners Limited Partnership | 2,849,528 | $6,691 萬 | 0.08% | +6,432+0.2% | 加碼 |
| Franklin Resources Inc | 2,391,416 | $5,615 萬 | 0.02% | −1,434,897−37.5% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 2,364,040 | $5,551 萬 | 0.17% | −52,550−2.2% | 減碼 |
| Northern Trust Corp | 2,302,140 | $5,405 萬 | 0.01% | −24,805−1.1% | 減碼 |
| Geode Capital Management, LLC | 2,296,791 | $5,393 萬 | 0.01% | +100,443+4.6% | 加碼 |
| LSV Asset Management | 2,223,733 | $5,221 萬 | 0.09% | +588,500+36.0% | 加碼 |
| Goldman Sachs Group Inc | 2,083,898 | $4,893 萬 | 0.01% | +811,238+63.7% | 加碼 |
| Norges Bank | 1,872,891 | $4,398 萬 | 0.01% | −325,523−14.8% | 減碼 |
| Russell Investments Group, Ltd. | 1,766,504 | $4,147 萬 | 0.07% | +995,757+129.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,552,126 | $3,644 萬 | 0.04% | −956,459−38.1% | 減碼 |
| Dimensional Fund Advisors LP | 1,525,337 | $3,581 萬 | 0.01% | −107,710−6.6% | 減碼 |
| Nuveen Asset Management, LLC | 1,353,449 | $3,178 萬 | 0.01% | +304,590+29.0% | 加碼 |
| AQR Capital Management LLC | 1,338,221 | $3,129 萬 | 0.05% | −307,908−18.7% | 減碼 |
| Wells Fargo & Company | 1,314,876 | $3,087 萬 | 0.01% | +835,184+174.1% | 加碼 |
| Schroder Investment Management Group | 1,288,234 | $3,025 萬 | 0.04% | −4,795−0.4% | 減碼 |
| Morgan Stanley | 1,240,597 | $2,913 萬 | 0.00% | −389,601−23.9% | 減碼 |
| Two Sigma Investments, LP | 1,178,844 | $2,768 萬 | 0.07% | +967,419+457.6% | 加碼 |
| Invesco Ltd. | 1,143,003 | $2,684 萬 | 0.01% | +291,942+34.3% | 加碼 |
| First Trust Advisors LP | 1,087,723 | $2,554 萬 | 0.03% | +374,218+52.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,086,907 | $2,552 萬 | 0.03% | +405,847+59.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,069,859 | $2,512 萬 | 0.01% | +29,938+2.9% | 加碼 |
| Swedbank AB | 1,056,891 | $2,482 萬 | 0.05% | −59,572−5.3% | 減碼 |
| Wellington Management Group LLP | 1,044,733 | $2,453 萬 | 0.00% | +138,909+15.3% | 加碼 |
| Principal Financial Group Inc | 1,033,858 | $2,428 萬 | 0.02% | +133,775+14.9% | 加碼 |
| Peregrine Capital Management LLC | 908,340 | $2,133 萬 | 0.38% | −95,592−9.5% | 減碼 |
| Fulton Breakefield Broenniman LLC | 885,588 | $2,079 萬 | 1.78% | +11,781+1.3% | 加碼 |
| Citadel Advisors LLC | 866,503 | $2,035 萬 | 0.02% | +591,797+215.4% | 加碼 |
| Parametric Portfolio Associates LLC | 777,712 | $1,826 萬 | 0.01% | +4,305+0.6% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 770,894 | $1,809 萬 | 0.58% | 00.0% | 不變 |
| JPMorgan Chase & Co | 744,199 | $1,747 萬 | 0.00% | −13,267−1.8% | 減碼 |
| Man Group plc | 728,795 | $1,711 萬 | 0.06% | −475,679−39.5% | 減碼 |
| Millennium Management LLC | 686,938 | $1,613 萬 | 0.02% | −202,569−22.8% | 減碼 |
| Bank of America Corp | 679,447 | $1,595 萬 | 0.00% | −26,277−3.7% | 減碼 |
| PGGM Investments | 651,694 | $1,530 萬 | 0.06% | +117,435+22.0% | 加碼 |
| Fidelity National Financial, Inc. | 636,854 | $1,495 萬 | 1.08% | 00.0% | 不變 |
| UBS Group AG | 590,336 | $1,386 萬 | 0.01% | −38,321−6.1% | 減碼 |
| Advisors Asset Management, Inc. | 581,426 | $1,365 萬 | 0.20% | +137,272+30.9% | 加碼 |
| Ameriprise Financial Inc | 562,174 | $1,320 萬 | 0.00% | −213,062−27.5% | 減碼 |
| HighTower Advisors, LLC | 554,320 | $1,304 萬 | 0.04% | +554,320 | 新進 |
| Jacobs Levy Equity Management, Inc | 524,746 | $1,232 萬 | 0.08% | +524,746 | 新進 |
| South Dakota Investment Council | 502,547 | $1,180 萬 | 0.21% | −57,519−10.3% | 減碼 |
| UBS Asset Management Americas Inc | 501,930 | $1,179 萬 | 0.01% | +143,562+40.1% | 加碼 |
| Barclays PLC | 490,601 | $1,152 萬 | 0.01% | +119,754+32.3% | 加碼 |
| Rhumbline Advisers | 483,875 | $1,136 萬 | 0.01% | −21,836−4.3% | 減碼 |
| Renaissance Technologies LLC | 479,518 | $1,126 萬 | 0.01% | +479,518 | 新進 |
| New York State Common Retirement Fund | 447,191 | $1,050 萬 | 0.01% | −395,276−46.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 428,514 | $1,006 萬 | 0.11% | +412,374+2,555.0% | 加碼 |
| California Public Employees Retirement System | 426,902 | $1,002 萬 | 0.01% | −42,181−9.0% | 減碼 |
| Miller Value Partners, LLC | 420,000 | $986.2 萬 | 0.26% | 00.0% | 不變 |
| Portolan Capital Management, LLC | 410,632 | $964.2 萬 | 0.69% | −216,693−34.5% | 減碼 |
| Swiss National Bank | 404,300 | $949.3 萬 | 0.01% | −36,400−8.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 371,901 | $873.2 萬 | 0.02% | +156,711+72.8% | 加碼 |
| Invenomic Capital Management LP | 354,763 | $832.9 萬 | 3.70% | +4,188+1.2% | 加碼 |
| Legal & General Group Plc | 333,323 | $782.7 萬 | 0.00% | −57,670−14.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 331,617 | $778.4 萬 | 0.15% | +306,927+1,243.1% | 加碼 |
| Amundi | 330,688 | $776.3 萬 | 0.01% | +330,688 | 新進 |
| American International Group, Inc. | 323,569 | $759.7 萬 | 0.03% | −71,300−18.1% | 減碼 |
| California State Teachers Retirement System | 316,486 | $743.1 萬 | 0.01% | −11,701−3.6% | 減碼 |
| Balyasny Asset Management LLC | 311,126 | $730.5 萬 | 0.04% | +232,365+295.0% | 加碼 |
| Kestrel Investment Management Corp | 302,350 | $709.9 萬 | 2.79% | −300−0.1% | 減碼 |
| Citigroup Inc | 299,397 | $703.0 萬 | 0.01% | +45,374+17.9% | 加碼 |
| Gilman Hill Asset Management, LLC | 295,420 | $693.6 萬 | 1.78% | +2,972+1.0% | 加碼 |
| Natixis | 295,000 | $692.7 萬 | 0.03% | +295,000 | 新進 |
| Alliancebernstein L.P. | 293,085 | $688.2 萬 | 0.00% | −9,557−3.2% | 減碼 |
| Bank of Nova Scotia | 292,000 | $685.6 萬 | 0.01% | +292,000 | 新進 |
| Foundry Partners, LLC | 282,767 | $663.9 萬 | 0.23% | −8,538−2.9% | 減碼 |
| Quinn Opportunity Partners LLC | 281,000 | $659.8 萬 | 0.41% | −40,000−12.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 276,738 | $649.8 萬 | 0.09% | −398,713−59.0% | 減碼 |
| Sound Income Strategies, LLC | 275,730 | $647.4 萬 | 0.93% | +28,241+11.4% | 加碼 |
| SEI Investments Co | 258,050 | $607.0 萬 | 0.01% | +18,685+7.8% | 加碼 |
| NewEdge Wealth, LLC | 252,755 | $593.5 萬 | 0.45% | +252,755 | 新進 |
| Brandywine Global Investment Management, LLC | 250,906 | $589.1 萬 | 0.04% | +250,906 | 新進 |
| Financial Counselors Inc | 249,482 | $585.8 萬 | 0.13% | −2,715−1.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 244,314 | $573.6 萬 | 0.01% | −12,290−4.8% | 減碼 |
| Retirement Systems of Alabama | 236,362 | $555.0 萬 | 0.02% | −3,042−1.3% | 減碼 |
| New York State Teachers Retirement System | 232,497 | $545.9 萬 | 0.01% | −260.0% | 減碼 |
| HRT Financial LP | 231,445 | $543.4 萬 | 0.05% | +231,445 | 新進 |
| Janus Henderson Group PLC | 228,310 | $536.1 萬 | 0.00% | +228,310 | 新進 |
| Storebrand Asset Management AS | 221,283 | $519.6 萬 | 0.03% | +152,000+219.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 216,073 | $507.3 萬 | 0.09% | +4,793+2.3% | 加碼 |
| Victory Capital Management Inc | 215,388 | $505.7 萬 | 0.00% | −1,163−0.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 198,862 | $466.9 萬 | 0.00% | −7,075−3.4% | 減碼 |
| Thrivent Financial for Lutherans | 195,750 | $459.6 萬 | 0.01% | +146,989+301.4% | 加碼 |
| Clark Estates Inc | 195,000 | $457.9 萬 | 0.60% | 00.0% | 不變 |
| Stifel Financial Corp | 192,840 | $452.8 萬 | 0.01% | +44,583+30.1% | 加碼 |
| Voloridge Investment Management, LLC | 190,675 | $447.7 萬 | 0.03% | +156,972+465.8% | 加碼 |
| Credit Suisse AG | 187,476 | $437.5 萬 | 0.00% | −74,127−28.3% | 減碼 |
| Rodgers Brothers Inc. | 182,925 | $429.5 萬 | 0.82% | +182,925 | 新進 |
| Acadian Asset Management LLC | 170,717 | $400.9 萬 | 0.02% | +147,288+628.7% | 加碼 |
| Two Sigma Advisers, LP | 170,300 | $399.9 萬 | 0.01% | +98,900+138.5% | 加碼 |
| Voya Investment Management LLC | 160,656 | $377.2 萬 | 0.01% | −27,615−14.7% | 減碼 |
| Mutual of America Capital Management LLC | 154,889 | $363.7 萬 | 0.04% | −10,693−6.5% | 減碼 |
| Amalgamated Bank | 153,398 | $360.2 萬 | 0.03% | +121,197+376.4% | 加碼 |